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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$1.19B
3 +$603M
4
SG Americas Securities
SG Americas Securities
New York
+$497M
5
Bessemer Group
Bessemer Group
New Jersey
+$380M

Top Sellers

1 -$2.66B
2 -$1.3B
3 -$1.07B
4
AL
Appaloosa LP
New Jersey
-$776M
5
ClearBridge Investments
ClearBridge Investments
New York
-$702M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1351
Magnus Financial Group
New York
$2.03M
SWCM
1352
Sullivan Wood Capital Management
District of Columbia
$2.03M
SGI
1353
Summit Global Investments
Utah
$2.03M
HPC
1354
HM Payson & Co
Maine
$2.02M
STB
1355
S&T Bank
Pennsylvania
$2.02M
AAS
1356
Ameritas Advisory Services
Nebraska
$2.02M
AA
1357
Advisory Alpha
Michigan
$2.01M
ATFA
1358
All Terrain Financial Advisors
Minnesota
$2.01M
KCM
1359
Kathmere Capital Management
Pennsylvania
$2.01M
RPCONE
1360
Retirement Planning Company of New England
Rhode Island
$2M
APP
1361
Avantax Planning Partners
Iowa
$2M
CI
1362
Cherokee Insurance
Michigan
$2M
WA
1363
Wealth Architects
California
$2M
TC
1364
TownSquare Capital
Utah
$1.99M
EWM
1365
Evergreen Wealth Management
Michigan
$1.98M
CB
1366
Community Bank
New York
$1.98M
LFG
1367
Larson Financial Group
Missouri
$1.98M
CWP
1368
Cyndeo Wealth Partners
Florida
$1.98M
AWA
1369
Arete Wealth Advisors
Illinois
$1.97M
CCM
1370
Cinctive Capital Management
New York
$1.96M
MAM
1371
Mystic Asset Management
Rhode Island
$1.96M
KAS
1372
KPP Advisory Services
Kentucky
$1.96M
TFP
1373
Tilia Fiduciary Partners
North Carolina
$1.96M
SW
1374
SlateStone Wealth
Florida
$1.95M
OTL
1375
Oak Thistle LLC
New York
$1.95M